Lake Street Advisors Group’s Marsh & McLennan MMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $1.05M | Buy |
4,935
+11
| +0.2% | +$2.34K | 0.05% | 220 |
|
|
2024
Q3 | $1.1M | Buy |
4,924
+57
| +1% | +$12.7K | 0.05% | 203 |
|
|
2024
Q2 | $1.03M | Sell |
4,867
-269
| -5% | -$56.7K | 0.05% | 211 |
|
|
2024
Q1 | $1.06M | Buy |
5,136
+98
| +2% | +$20.2K | 0.05% | 222 |
|
|
2023
Q4 | $955K | Buy |
+5,038
| New | +$955K | 0.05% | 227 |
|
|
2021
Q3 | – | Sell |
-3,127
| Closed | -$472K | – | 352 |
|
|
2021
Q2 | $472K | Buy |
3,127
+7
| +0.2% | +$1.06K | 0.03% | 171 |
|
|
2021
Q1 | $380K | Buy |
3,120
+133
| +4% | +$16.2K | 0.03% | 195 |
|
|
2020
Q4 | $349K | Sell |
2,987
-133
| -4% | -$15.5K | 0.03% | 201 |
|
|
2020
Q3 | $358K | Sell |
3,120
-182
| -6% | -$20.9K | 0.03% | 178 |
|
|
2020
Q2 | $354K | Buy |
3,302
+66
| +2% | +$7.08K | 0.04% | 175 |
|
|
2020
Q1 | $280K | Buy |
3,236
+576
| +22% | +$49.8K | 0.03% | 186 |
|
|
2019
Q4 | $296K | Buy |
2,660
+7
| +0.3% | +$779 | 0.03% | 188 |
|
|
2019
Q3 | $263K | Buy |
2,653
+158
| +6% | +$15.7K | 0.03% | 175 |
|
|
2019
Q2 | $249K | Sell |
2,495
-87
| -3% | -$8.68K | 0.03% | 178 |
|
|
2019
Q1 | $242K | Buy |
+2,582
| New | +$242K | 0.03% | 181 |
|
|
2018
Q4 | – | Sell |
-3,013
| Closed | -$249K | – | 212 |
|
|
2018
Q3 | $249K | Sell |
3,013
-609
| -17% | -$50.3K | 0.03% | 165 |
|
|
2018
Q2 | $297K | Buy |
3,622
+181
| +5% | +$14.8K | 0.03% | 227 |
|
|
2018
Q1 | $284K | Sell |
3,441
-22
| -0.6% | -$1.82K | 0.03% | 212 |
|
|
2017
Q4 | $282K | Buy |
+3,463
| New | +$282K | 0.03% | 231 |
|